UnitedHealth Group Inc
UNH- 交易所
- NYSE
- 產業
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
近 90 天，UnitedHealth Group Inc 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 3,395 家機構在 13F 申報持有，市值合計 $3,251 億；H&H 國際投資、老虎環球等 3 位大師持有。
2023 年第 1 季 13F 持有人
UnitedHealth Group Inc 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,114
- 較 2022 年第 4 季 +26 家
- 持有股數
- 8.79 億
- 較 2022 年第 4 季 +6,025 萬 (+7.4%)
- 總市值
- $3,836 億
- 較 2022 年第 4 季 −$498.8 億 (−11.5%)
- 新進機構
- 169
- 另有 1,395 家加碼
- 清倉機構
- 143
- 另有 1,242 家減碼
另有 71 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UNH 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,395 | $3,251 億 |
| 2026 年第 1 季 | 3,054 | $2,024 億 |
| 2025 年第 4 季 | 3,311 | $2,482 億 |
| 2025 年第 3 季 | 3,168 | $2,535 億 |
| 2025 年第 2 季 | 3,185 | $2,411 億 |
| 2025 年第 1 季 | 3,613 | $4,243 億 |
| 2024 年第 4 季 | 3,684 | $4,095 億 |
| 2024 年第 3 季 | 3,476 | $4,746 億 |
| 2024 年第 2 季 | 3,406 | $4,119 億 |
| 2024 年第 1 季 | 3,384 | $3,989 億 |
| 2023 年第 4 季 | 3,421 | $4,280 億 |
| 2023 年第 3 季 | 3,144 | $4,075 億 |
| 2023 年第 2 季 | 3,136 | $3,884 億 |
| 2023 年第 1 季 | 3,114 | $3,836 億 |
| 2022 年第 4 季 | 3,159 | $4,342 億 |
| 2022 年第 3 季 | 2,998 | $4,135 億 |
| 2022 年第 2 季 | 2,964 | $4,220 億 |
| 2022 年第 1 季 | 2,965 | $4,183 億 |
| 2021 年第 4 季 | 2,909 | $4,139 億 |
| 2021 年第 3 季 | 2,573 | $3,217 億 |
| 2021 年第 2 季 | 2,592 | $3,301 億 |
| 2021 年第 1 季 | 2,516 | $3,073 億 |
2023 年第 1 季持有機構
每家機構持有 UnitedHealth Group Inc 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealthsource Partners, LLC | 5,915 | $279.5 萬 | 0.19% | −93−1.5% | 減碼 |
| Independent Financial Group, LLC | 5,919 | $279.7 萬 | 0.22% | +485+8.9% | 加碼 |
| Perfromance Wealth Partners, LLC | 5,925 | $280.0 萬 | 0.14% | +1,316+28.6% | 加碼 |
| Next Century Growth Investors LLC | 5,931 | $280.3 萬 | 0.31% | −137−2.3% | 減碼 |
| Centric Wealth Management | 5,935 | $280.5 萬 | 1.22% | +141+2.4% | 加碼 |
| Stokes Family Office, LLC | 5,938 | $280.6 萬 | 0.35% | −745−11.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 5,950 | $281.2 萬 | 0.22% | +48+0.8% | 加碼 |
| TCWP LLC | 5,956 | $281.5 萬 | 0.53% | −430−6.7% | 減碼 |
| Mount Lucas Management LP | 6,022 | $284.6 萬 | 0.97% | +226+3.9% | 加碼 |
| Capricorn Fund Managers Ltd | 6,100 | $284.6 萬 | 0.87% | +300+5.2% | 加碼 |
| AIMZ Investment Advisors, LLC | 6,042 | $285.5 萬 | 1.28% | −4−0.1% | 減碼 |
| Affinity Investment Advisors, LLC | 6,050 | $285.9 萬 | 1.53% | −3,016−33.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 6,053 | $286.0 萬 | 0.51% | −4,005−39.8% | 減碼 |
| Strategic Wealth Partners, Ltd. | 6,066 | $286.7 萬 | 0.44% | −62−1.0% | 減碼 |
| SevenBridge Financial Group, LLC | 6,070 | $286.9 萬 | 0.79% | −67−1.1% | 減碼 |
| Founders Financial Securities LLC | 6,076 | $287.1 萬 | 0.41% | +532+9.6% | 加碼 |
| Northside Capital Management, LLC | 6,078 | $287.2 萬 | 0.77% | −39−0.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,090 | $287.8 萬 | 0.48% | +10.0% | 加碼 |
| Studio Investment Management LLC | 6,091 | $287.9 萬 | 0.87% | −374−5.8% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,094 | $288.0 萬 | 1.45% | +600+10.9% | 加碼 |
| Brown Miller Wealth Management, LLC | 6,095 | $288.0 萬 | 1.70% | −34−0.6% | 減碼 |
| Jag Capital Management, LLC | 6,117 | $289.1 萬 | 0.37% | −19,008−75.7% | 減碼 |
| Summit Financial, LLC | 6,133 | $289.8 萬 | 0.25% | +204+3.4% | 加碼 |
| Hartline Investment Corp | 6,135 | $289.9 萬 | 0.58% | −439−6.7% | 減碼 |
| Brady Family Wealth, LLC | 6,140 | $290.2 萬 | 1.15% | +6+0.1% | 加碼 |
| Capital City Trust Co | 6,154 | $290.8 萬 | 0.93% | +172+2.9% | 加碼 |
| Fairbanks Capital Management, Inc. | 6,165 | $291.4 萬 | 2.32% | +326+5.6% | 加碼 |
| Rehmann Capital Advisory Group | 6,168 | $291.5 萬 | 0.27% | −121−1.9% | 減碼 |
| Eads & Heald Wealth Management | 6,173 | $291.7 萬 | 1.44% | −56−0.9% | 減碼 |
| Prestige Wealth Management Group LLC | 6,187 | $292.4 萬 | 0.74% | +2,759+80.5% | 加碼 |
| Birch Capital Management, LLC | 6,189 | $292.5 萬 | 1.88% | 00.0% | 不變 |
| Carret Asset Management, LLC | 6,189 | $292.5 萬 | 0.41% | +11+0.2% | 加碼 |
| Red Cedar Investment Management, LLC | 6,209 | $293.4 萬 | 0.45% | +1,180+23.5% | 加碼 |
| Sendero Wealth Management, LLC | 6,210 | $293.5 萬 | 0.90% | +607+10.8% | 加碼 |
| Atlas Private Wealth Management | 6,212 | $293.6 萬 | 1.76% | −100−1.6% | 減碼 |
| ExodusPoint Capital Management, LP | 6,215 | $293.7 萬 | 0.03% | +6,215 | 新進 |
| Hilltop Holdings Inc. | 6,216 | $293.8 萬 | 0.40% | −4,985−44.5% | 減碼 |
| Wealth Architects, LLC | 6,220 | $294.0 萬 | 0.52% | −12−0.2% | 減碼 |
| Griffin Asset Management, Inc. | 6,231 | $294.5 萬 | 0.41% | +24+0.4% | 加碼 |
| S.E.E.D. Planning Group LLC | 6,275 | $296.6 萬 | 1.14% | +16+0.3% | 加碼 |
| Greenfield Savings Bank | 6,281 | $296.8 萬 | 1.93% | −34−0.5% | 減碼 |
| Morgens Waterfall Vintiadis & Co Inc | 197,000 | $297.5 萬 | 2.44% | +193,500+5,528.6% | 加碼 |
| My Legacy Advisors, LLC | 5,780 | $297.8 萬 | 1.28% | −67−1.1% | 減碼 |
| Stamos Capital Partners, L.P. | 6,320 | $298.7 萬 | 0.77% | +4,430+234.4% | 加碼 |
| MMBG Investment Advisors Co. | 6,328 | $299.1 萬 | 0.38% | +1,000+18.8% | 加碼 |
| TrinityPoint Wealth, LLC | 6,367 | $300.9 萬 | 0.64% | +435+7.3% | 加碼 |
| Investment Research & Advisory Group, Inc. | 6,367 | $300.9 萬 | 1.95% | −12−0.2% | 減碼 |
| Patten Group, Inc. | 6,373 | $301.2 萬 | 0.90% | −16−0.3% | 減碼 |
| Gsa Capital Partners LLP | 6,394 | $302.2 萬 | 0.30% | +6,394 | 新進 |
| Thompson Siegel & Walmsley LLC | 6,426 | $303.7 萬 | 0.05% | −617−8.8% | 減碼 |
| Occidental Asset Management, LLC | 6,429 | $303.8 萬 | 0.76% | +75+1.2% | 加碼 |
| Triasima Portfolio Management inc. | 6,440 | $304.3 萬 | 0.25% | −11,018−63.1% | 減碼 |
| Paradigm Asset Management Co LLC | 6,445 | $304.6 萬 | 0.84% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 6,456 | $305.1 萬 | 0.29% | +2,605+67.6% | 加碼 |
| Sentry Investment Management LLC | 6,461 | $305.3 萬 | 1.26% | −514−7.4% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 6,512 | $307.7 萬 | 0.42% | +286+4.6% | 加碼 |
| Flagship Harbor Advisors, LLC | 6,512 | $307.7 萬 | 0.29% | +363+5.9% | 加碼 |
| Elmwood Wealth Management, Inc. | 6,525 | $308.4 萬 | 1.46% | −16−0.2% | 減碼 |
| Strategic Financial Services, Inc, | 6,533 | $308.7 萬 | 0.24% | −65−1.0% | 減碼 |
| Decatur Capital Management, Inc. | 6,542 | $309.2 萬 | 2.33% | −1,242−16.0% | 減碼 |
| CenterBook Partners LP | 6,553 | $309.7 萬 | 0.44% | +1,309+25.0% | 加碼 |
| Desjardins Global Asset Management Inc. | 6,568 | $310.3 萬 | 0.39% | −1,630−19.9% | 減碼 |
| Notis-McConarty Edward | 6,588 | $311.3 萬 | 1.24% | +93+1.4% | 加碼 |
| Merit Financial Group, LLC | 6,589 | $311.4 萬 | 0.11% | −313−4.5% | 減碼 |
| Chemistry Wealth Management LLC | 6,594 | $311.6 萬 | 1.08% | −60−0.9% | 減碼 |
| Legacy Wealth Management, LLC | 6,604 | $312.1 萬 | 1.72% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 6,622 | $313.3 萬 | 1.26% | −65−1.0% | 減碼 |
| Wunderlich Capital Managemnt | 6,670 | $315.2 萬 | 1.64% | −10.0% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 6,680 | $315.7 萬 | 1.07% | −2,316−25.7% | 減碼 |
| Pinnacle West Asset Management, Inc. | 6,705 | $316.9 萬 | 3.31% | +6,705 | 新進 |
| Sepio Capital, LP | 6,709 | $317.0 萬 | 0.29% | −383−5.4% | 減碼 |
| Condor Capital Management | 6,751 | $319.1 萬 | 0.40% | −39−0.6% | 減碼 |
| SWS Partners | 6,754 | $319.2 萬 | 1.19% | +6,754 | 新進 |
| Archford Capital Strategies, LLC | 6,293 | $320.5 萬 | 0.67% | +342+5.7% | 加碼 |
| Resources Management Corp | 6,789 | $320.9 萬 | 0.64% | −4,833−41.6% | 減碼 |
| Gratus Capital LLC | 6,802 | $321.4 萬 | 0.25% | −2,823−29.3% | 減碼 |
| Jessup Wealth Management, Inc | 6,812 | $321.9 萬 | 1.91% | −10,182−59.9% | 減碼 |
| First Horizon Advisors, Inc. | 6,832 | $322.9 萬 | 0.12% | −551−7.5% | 減碼 |
| NorthRock Partners, LLC | 6,836 | $323.0 萬 | 0.34% | −909−11.7% | 減碼 |
| Ossiam | 6,838 | $323.2 萬 | 0.07% | +1,037+17.9% | 加碼 |
| Forum Financial Management, LP | 6,859 | $324.2 萬 | 0.09% | +133+2.0% | 加碼 |
| Royal Capital Wealth Management, LLC | 6,861 | $324.2 萬 | 3.26% | −255−3.6% | 減碼 |
| Berkshire Bank | 6,889 | $325.6 萬 | 0.97% | +94+1.4% | 加碼 |
| DF Dent & Co Inc | 6,909 | $326.5 萬 | 0.05% | +314+4.8% | 加碼 |
| Great Diamond Partners, LLC | 6,915 | $326.8 萬 | 0.95% | −226−3.2% | 減碼 |
| Transcend Wealth Collective, LLC | 6,916 | $326.8 萬 | 0.34% | +946+15.8% | 加碼 |
| Valley Brook Capital Group | 6,920 | $327.1 萬 | 3.02% | −171−2.4% | 減碼 |
| Mattern Wealth Management LLC | 6,940 | $328.0 萬 | 1.09% | −476−6.4% | 減碼 |
| Townsend & Associates, Inc | 6,679 | $328.7 萬 | 1.32% | −2,215−24.9% | 減碼 |
| Legato Capital Management LLC | 6,985 | $330.1 萬 | 0.60% | +389+5.9% | 加碼 |
| BNC Wealth Management, LLC | 7,005 | $331.1 萬 | 1.85% | +28+0.4% | 加碼 |
| Landscape Capital Management, L.L.C. | 7,020 | $331.8 萬 | 0.45% | +7,020 | 新進 |
| Wrapmanager Inc | 7,045 | $332.9 萬 | 1.02% | −19−0.3% | 減碼 |
| Proquility Private Wealth Partners, LLC | 7,049 | $333.1 萬 | 1.32% | −164−2.3% | 減碼 |
| Harbour Investments, Inc. | 7,063 | $333.8 萬 | 0.18% | +12+0.2% | 加碼 |
| San Luis Wealth Advisors LLC | 7,066 | $333.9 萬 | 1.28% | +846+13.6% | 加碼 |
| Abbrea Capital, LLC | 7,074 | $334.3 萬 | 0.57% | +56+0.8% | 加碼 |
| MPS Loria Financial Planners, LLC | 7,077 | $334.4 萬 | 1.35% | +110+1.6% | 加碼 |
| Miracle Mile Advisors, LLC | 7,091 | $335.1 萬 | 0.11% | −570−7.4% | 減碼 |
| Advocate Group LLC | 7,098 | $335.4 萬 | 0.73% | −27−0.4% | 減碼 |